As organizations look to modernize document processing and automation, one question continues to surface for Ephesoft customers: What actually changes when you move to TotalAgility?
In Webinar 3 of the six-part Move Up series, Tungsten Automation and Zia Consulting delivered a clear, feature-by-feature comparison of Ephesoft Transact and TotalAgility, designed to remove uncertainty and help teams and help teams confidently evaluate their automation modernization next steps.
Rather than positioning modernization as a leap into the unknown, this session focused on clarity by showing what stays familiar, what improves, and why those differences matter as automation requirements grow.
Why a Side-by-Side Comparison Matters
Ephesoft has long served as a reliable capture solution, enabling organizations to ingest documents, apply OCR, extract data, and export results downstream. But as operational complexity increases, many teams are discovering that capture alone is no longer enough.
During the session, presenters emphasized that modernization isn’t about replacing what works; It’s about expanding what’s possible. TotalAgility builds on the same capture foundation Ephesoft customers know, while extending automation across workflows, decisions, cases, and enterprise systems.
What’s the Same and What’s Different
A key takeaway from the webinar was that TotalAgility retains the core capture capabilities Ephesoft users rely on, including ingestion, classification, extraction, validation, and export. That familiarity reduces risk and shortens the learning curve.
Where TotalAgility differs is in how far automation can go beyond capture:
- End-to-end workflow orchestration with low-code design tools
- Dynamic case management supporting long-running, cross-department processes
- AI-powered document setup and extraction, including generative AI and pre-trained models
- Flexible, configurable user interfaces for validation and work queues
- Native integration capabilities across ERP, CRM, and enterprise systems
Together, these capabilities transform capture from a transactional process into a broader intelligent automation platform.
AI as a Core Differentiator
The webinar also highlighted how modern AI fundamentally changes document processing. While traditional OCR struggles with variability, handwriting, and poor-quality documents, TotalAgility leverages document AI and generative AI to improve accuracy and reduce manual effort.
Instead of complex rules and regular expressions, teams can configure extraction using natural language prompts, accelerating time to value and making automation more accessible across technical and business users. AI-driven decisioning further enables conditional logic and automation paths that previously required manual review.
Architecture Built for Scale and Flexibility
Another critical difference explored was architecture. Ephesoft functions as a point solution, while TotalAgility is designed as an enterprise-scale orchestration platform. Its modular architecture allows components to scale independently, supporting both small deployments and high-volume, mission-critical environments.
This architectural flexibility helps organizations scale automation without needing to replatform in the future.
What the Move Up Experience Looks Like
To reduce risk, Tungsten and Zia offer a Move Up program that allows organizations that commit to the move to run Ephesoft and TotalAgility in parallel for up to three years with base fees waived (excluding standard 5% annual CPI increases).
This phased approach enables teams to modernize at their own pace, maintaining operational continuity while incrementally adopting advanced automation capabilities. Rather than forcing a “rip and replace” migration, the program is designed to support confidence, control, and measurable ROI.
Looking Ahead in the Series
Webinar 3 set the foundation for what comes next. With a clear understanding of platform differences, upcoming sessions will dive deeper into TrailheadAI, real-world use cases, and how organizations are operationalizing TotalAgility to deliver measurable business outcomes.
For Ephesoft customers evaluating their future, this session provided what many teams need most: clarity